See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,249 | $84,487+37.6% | $125,339-7.3% | $66,914+73.7% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | 10.54% | -8.39%+18.9pp | 572.05%-561.5pp | 1.58%+9.0pp |
| Employer contribution / active EE | $6,149 | $3,553+73.1% | $4,814+27.7% | $2,544+141.7% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $21 | $685-96.9% | $10,010-99.8% | $593-96.4% |